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This profile was last updated on 8/31/14  and contains information from public web pages and contributions from the ZoomInfo community.

Financial Advisor Training | Port...

Phone: (434) ***-****  HQ Phone
Email: j***@***.com
Local Address: Charlottesville, Virginia, United States
P.O. Box 87
Batesville , Virginia 22924
United States

Company Description: Active Fund Strategies is a premiere technical-analysis research firm that has packaged its proprietary mutual-fund scoring system with a well-researched, active...   more

Employment History

  • President
  • Portfolio Strategies Speaker | Fund Analysis | Continuing Education Speaker
  • Owner
    Jeff McTague
14 Total References
Web References
For decades, AFS president Jeff ... [cached]
For decades, AFS president Jeff McTague has been analyzing mutual fund statistics, looking for those statistical values that strong fund performers have in common and also those traits common to poor performing funds.
"In terms of making a positive impact on my business, Jeff McTague's philosophy and process is the single best presentation I have seen in my 22 years as a financial consultant."
Become a Member to receive Proven Tactics for Successful Mutual Fund Investing, 23 July 2012 [cached]
"Jeff's approach incorporated into my business puts me head and shoulders above my competitors and provides me a verifiable process and result..."
©2007-2010 JEFF MCTAGUE | MUTUAL FUND ADVICE SPECIALISTS | Design by Chappell Graphics
Over the years, our founder and ..., 30 Mar 2014 [cached]
Over the years, our founder and president Jeff McTague has witnessed the performance failure of most firm's recommended fund lists, as well as those fund recommendations of the financial press. He felt the main cause of these failings was the fund selection's over dependence on past performance, and our research proves that even successful long-term past performance fails to predict future success more than 50% of the time.
Jeff McTague sees flaws in the typical theoretical rationale for buy and hold investing and are promoting a more active management approach, one that better serves the needs of AFS subscribers and their clients.
- James F. Mohar, Managing Director, J.F. Mohar Investments, Cary NC commenting on the continuing education offerings of our president Jeff McTague.
After hearing numerous complaints, noted fund expert Jeff McTague began teaching his own CE classes in 1988, using an engaging approach to deliver concise, insightful information to his students. Mixing an animated delivery style with pertinent graphics and crystal-clear examples, Jeff has created a fresh approach to CE classes, one that has led to strong word-of-mouth recommendations from professionals at top firms like Wells Fargo Advisors, Raymond James and UBS.
"In terms of making a positive impact on my business, Jeff McTague's philosophy and process is the single best presentation I have seen in my 22 years as a financial consultant."
Our president Jeff McTague ... [cached]
Our president Jeff McTague began past performance research back in 1991, and we can claim that long-term returns are no better at predicting future fund success than is the return of a single year.
"In terms of making a positive impact on my business, Jeff McTague's philosophy and process is the single best presentation I have seen in my 22 years as a financial consultant."
After the bear market of four ..., 13 May 2012 [cached]
After the bear market of four years ago, many are demanding more than that," said AFS president Jeff McTague. "This system has an extensive track record that shows your clients, step by step, how you can create and manage winning portfolios for them."
AFS uses extensive data analysis to create a report card that identifies the top 11 attributes that most readily predict mutual fund success. It allows financial advisors to move beyond past performance - always a poor predictor - and design forward-looking, winning portfolios.
"Buy-and-hold is a strategy with serious shortcomings," said McTague.
"At $29 a month, a subscription to Active Fund Strategies is both affordable and timely," said McTague. "But don't just take my word for it; go to the site, at, and look at the testimony of its subscribers.
"You will see endorsements from managers and advisors at many of the top firms," McTague said.
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